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Item | Status | Assigned to | Pending Actions | Vertic Go-Live Approved | Client Approved | Approval Due Date | Knowledge Base Link | Maica Questionnaire ||||||||||||||||||||||||||
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| DCR/ClearSky | Final review of all page layouts and fields |
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| DCR Tashi Phuntsho (Unlicensed) to provide remaining requirements Harry Mycock to add to data model from brevity/ClearSky | Final review of Lightning app UI’s and permissions to view | ||||||||||||||||||||||||||||||
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| DCR | Tashi Phuntsho (Unlicensed) Vertic | Harry to configure sharing rules | |||||||||||||||||||||||||||||
| Tashi Phuntsho (Unlicensed) to provide Care Plan fields
| DCR |
| DCR/ClearSky | Final review of profile access | ||||||||||||||||||||||||||||
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| DCR | Tashi Phuntsho (Unlicensed) to provide Case rules and fieldsVertic | Tim to review and import FSL reference data | |||||||||||||||||||||||||||||
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| DCRTashi Phuntsho (Unlicensed) requirements needed/ClearSky | DCR to provide all Resources, Skills and Availability required for Go-Live | ||||||||||||||||||||||||||||||
| Harry Mycock to manage the page layouts Tashi Phuntsho (Unlicensed) to provide additional feedback and requirements on UI
| Vertic |
| DCR/ClearSky | Review all parent tickets and sub tasks to familiarise with all components and functionality | ||||||||||||||||||||||||||||
| Harry to provide access to all apps
| Vertic |
| DCR/ClearSky | Review all parent tickets and sub tasks to familiarise with all components and functionality | ||||||||||||||||||||||||||||
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| DCR/ClearSky | Practise creating, disabling and editing Salesforce users in Okta | ||||||||||||||||||||||||||||||
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| DCR/ClearSky | Blair to test/apprpove | ||||||||||||||||||||||||||||||
Case Management -
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| VerticVertic to workshop internally | Harry to schedule in final changes to alerts | ||||||||||||||||||||||||||||||
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| DCR/ VerticUndergoing discussion ClearSky | Continue testing and approval process | ||||||||||||||||||||||||||||||
| Tashi to provide EBA limits
| Vertic |
| DCR/ClearSky | Test and approve | ||||||||||||||||||||||||||||
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| Vertic | Harry to support billable scenarios on Service Appointment and Timesheet Entry | Timesheet entry quick action |
| Harry to support billable scenarios on Service Appointment and Timesheet Entry | Vertic to Complete UAT Component/Automation Testing |
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| Vertic |
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| Vertic to provide video demos of User Stories |
| Vertic/DCR/ClearSky | ||||||||||||||||||||||||
User story testing | DCR/ClearSky | Complete the end to end client journey from onvoarding to Invoicing | |||||||||||||||||||||||||||||||
Training | DCR/ClearSky | DCR/Clearsky to lock in internal training dates | |||||||||||||||||||||||||||||||
Vertic on site visit |
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| Dependent on Go-Live date |
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Client to provide first round of feedback on User Stories |
| Concept Care | Tashi Phuntsho (Unlicensed) Blair Collis and Julie Gardner (Unlicensed) to provide feedback for DCR and ClearSky by 22nd Dec |
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On site workshop TBC |
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Lock in Go-Live date | Dependant on Data quality and risks | ||||||||||||||||||||||||||||||||
| Approve all tickets in Go-Live checklist | ||||||||||||||||||||||||||||||||
DCR Specific Items | |||||||||||||||||||||||||||||||||
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| Deployment of components to Production |
| VerticVertic | SIL enhancements on hold to facilitate ClearSky Go-Live | ||||||||||||||||||||||
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Risk Management:
Risk | Action | Assigned to |
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NDIS Audit through October Causing delay for internal workshops and requirements | ||
6 managers left the company in November leading to delays and lack of resources for DCR. | ||
ClearSky Bad Date and potential risk in providing accurate balancing funding figures |
Blockers
Blocker | Action | Assigned to |
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